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Beacon Pointe Advisors’s McDonald's MCD Stock Holding History

Beacon Pointe Advisors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-200
Closed -$61.1K – 1869
2025
Q4 		$61.1K Sell
200
-1,500
-88% -$459K ﹤0.01% 1481
2025
Q3 		$517K Buy
+1,700
New +$517K ﹤0.01% 1002

Other funds holding MCD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Pointe Advisors's MCD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its McDonald's (MCD) stake by 5.4% in Q2 2026, selling an estimated $1.87M and leaving 115,144 shares worth $31.1M. The position accounts for 0.14% of the portfolio, ranked #149.

Beacon Pointe Advisors first reported a position in MCD in Q4 2018 and has held it in 31 quarters since. The position peaked at $38.7M in Q4 2023. 3,472 funds tracked by Wall St. Rank hold MCD as of Q2 2026.

  • Beacon Pointe Advisors held 115,144 shares of McDonald's worth $31.1M as of Q2 2026.
  • Beacon Pointe Advisors sold 6,526 McDonald's shares in Q2 2026, an estimated $1.87M.
  • McDonald's made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #149 holding.
  • Beacon Pointe Advisors first reported a position in McDonald's in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's McDonald's position peaked at $38.7M in Q4 2023.
  • 3,472 funds tracked by Wall St. Rank held McDonald's as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.